Kevin Megargel, CFA, CFP^®, MBA

Executive Wealth Manager

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Top Financial
Advisors
2022

3/11/2022

98% Sage Financial
Client Retention
2017–2021

7/01/2022

98% Sage Financial
Team Retention
2017–2021

7/01/2022

Best Places
to Work
2022

7/28/2022

Sage never pays a fee for any ranking or recognition.

Our client retention rate is calculated annually and a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.

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